Summary
Overview
Work History
Education
Skills
Timeline
Generic

TRACEY A. STEWART

Elmhurst,IL

Summary

Talented professional considered knowledgeable leader and dedicated problem solver. Brings 20 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements.

Overview

24
24
years of professional experience

Work History

SUBSTITUTE TEACHER

District 205
03.2021 - Current
  • Follow classroom plans left by teacher to continue student education and reinforce core concepts
  • Keep accurate and current attendance records and assignment sheets to maintain file compliance
  • Maintain day-to-day classroom management and discipline to promote learning initiatives and uphold classroom routines to support student environments and schedules
  • Leverage classroom discussion strategies to engage students, promote topics and boost learning opportunities
  • Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.

PROGRAM MANAGER

North Pointe Partners
01.2018 - 03.2021
  • Managed relationships with client stakeholders to identify business needs and objectives and assisted in developing workshops tailored to client needs
  • Oversaw development, implementation and follow up of all program activities working closely with sales management
  • Tracked and reported program results to customers to help facilitate client objectives change/ management activities
  • Worked with clients and internal personal to negotiate and execute proposals, General Service Agreements and invoices
  • Prepared client proposals and worked with all parties to identify and make changes to articulate the terms of the program agreement, agendas and all related program material
  • Incorporated feedback
  • Developed and managed all Program logistics and materials including proposals, agendas, workbooks, evaluations, summaries and onsite room set up and
  • Coordinated post-program support through conference calls, email campaigns, video and audio modules, all in an effort to reach goal of early implementation efforts.

INDEPENDENT BUSINESS CONSULTANT

01.2007 - 01.2009
  • Scheduled office visits for wholesalers in both the financial institutions and financial advisor channels covering multiple product lines in an effort to increase wholesaler activity and drive sales
  • Focused on both prospects and existing producers
  • Researched industry related speakers for wholesaler client events; including managing communication with speakers and involved clients
  • Managed call campaigns on training programs and sales conference for Sequoia System International, a premier professional development company for those distributing financial products
  • Planned and executed meetings, special events, and other projects for broker dealer firms, wholesalers and financial representatives.

VICE PRESIDENT, STRATEGIC ACCOUNT MANAGER, Financial Advisor and Financial

Allianz Life Financial Services
01.2005 - 01.2007
  • Developed and managed relationships at various levels with fifteen broker dealer firms in the financial advisor and financial institution channels
  • Primary focus was on senior executives and marketing officers
  • Positioned all Allianz product lines, including variable annuities, fixed annuities and long term care
  • Positioned strategies to sales management, external wholesalers and sales desk in an effort to influence their activity and achieve sales goals with strategic partner firms
  • Managed external and internal communication for all firms regarding operations, annuity sponsorship agreements, preferred list, recommended product list, product selling agreements and financial support
  • Aligned marketing campaigns with firm strategies in an effort to increase product visibility
  • Worked with centers of influence to create a ground swell.

VICE PRESIDENT, SENIOR ACCOUNT MANAGER, Financial Advisor and Financial

Scudder Investments
01.2000 - 01.2005
  • Established and maximized partnerships with broker dealer firms in both the financial advisor and financial institutions channel to expand distribution
  • Leveraged relationships within key broker-dealer firms to successfully negotiate vendor status, product positioning and visibility
  • Leveraged relationships with a tier 1 network that secured Variable Annuity Elite Partner status for Scudder
  • Worked with internal marketing partners to create and implement national and regional sales campaigns designed to increase market share with assigned broker dealer firms
  • Created tax season campaign for tier 1 firm that increased sales 20% over 6 month period
  • Created variable annuity campaign that improved Scudder’s rank and secured our position as a top tier provider
  • Developed and implemented strategic plan to introduce Scudder Advocate Annuities to the AIG network of dealers
  • Managed $5 million budget and determine appropriate allocation to Strategic Partner firms.

Education

BA - History

University Of Dayton
Dayton, Elmhurst, Ohio, IL

Skills

Project Planning, Client Relationship Management, Project management, Relationship Building ,Campaign Execution

Timeline

SUBSTITUTE TEACHER

District 205
03.2021 - Current

PROGRAM MANAGER

North Pointe Partners
01.2018 - 03.2021

INDEPENDENT BUSINESS CONSULTANT

01.2007 - 01.2009

VICE PRESIDENT, STRATEGIC ACCOUNT MANAGER, Financial Advisor and Financial

Allianz Life Financial Services
01.2005 - 01.2007

VICE PRESIDENT, SENIOR ACCOUNT MANAGER, Financial Advisor and Financial

Scudder Investments
01.2000 - 01.2005

BA - History

University Of Dayton

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TRACEY A. STEWART